The Woodlands Edition | November 2025

Trey is your dedicated financial partner, offering deep, personalized planning through The Sum’s flat fee-based model. With over 15 years of industry experience, he helps clients navigate everything from buying property to preparing for retirement. He creates resilient, goal-focused plans that withstand market changes and helps clients prepare for the “what’s next” of retirement, both financially and emotionally. Trey is known for his straightforward, personable approach. He simplifies complex concepts, avoids jargon, and provides practical guidance to empower clients to make confident financial decisions. Learn More With more than 15 years of experience in financial servi at educating clients and helping them arrive at their “li He has a keen ability to take complex topics and make everyday life, and he takes time to ensure his clients t concept before moving forward with the planning p clients to feel comfortable asking questions and getting work with them to provide the best possible soluti process, he aims to provide them peace of mind and t they are on track for the life they want to live. With more than 15 years of experience in financial services, Casey is a at educating clients and helping them arrive at their “lightbulb mom He has a keen ability to take complex topics and make them applicab everyday life, and he takes time to ensure his clients truly understa concept before moving forward with the planning process. He w clients to feel comfortable asking questions and getting involved so h work with them to provide the best possible solutions. Through process, he aims to provide them peace of mind and the assurance they are on track for the life they want to live. A PERSONAL APP TO TAX PLANN The Sum Prep offers tax pla preparation, and bookkeep with a service-first, persona Have you heard from y professional lately? Our professionals provide ha CASEY MACK, CFP ® Financial Planner support and guidance tha the entire scope of your fina With years of client service we put your needs first whil relieve the stresses of navi tax process alone Services Provided Tax Planning Bookkeeping & Pay Tax Preparation Did we mention tax pla As a financial planner at The Sum, Casey provides com management for individuals and families in different st experience in multiple planning disciplines, such as insurance and investment management, and he is s together all the pieces of a person’s financial puzzle to c purposeful strategy. He enjoys guiding clients through of their financial plan, whether he’s helping a yo accumulation strategies, working with pre-retirees transition their assets, or leading someone through th and wealth transfer process. As a financial planner at The Sum, Casey provides comprehensive w management for individuals and families in different stages of life. H experience in multiple planning disciplines, such as various typ insurance and investment management, and he is skilled at brin together all the pieces of a person’s financial puzzle to create one coh purposeful strategy. He enjoys guiding clients through the entire life of their financial plan, whether he’s helping a young couple accumulation strategies, working with pre-retirees to protect transition their assets, or leading someone through the estate plan and wealth transfer process. CASEY MACK, CFP ® Financial Planner

Trey Sum Photo.jpg The Sum is not your typical wealth management firm. Traditional firms charge a fee for investment management and occasionally provide “complimentary” financial planning. This is NOT The Sum. The Sum offers Flat-Fee Financial Planning that includes: TREY DUNAWAY, CFP® Financial Planner

7/11/25, 10:09 AM

Retirement Planning Income Planning Investment Planning* Tax Planning Estate Planning Insurance Planning Risk Management Planning

The Sum delivers financial planning advice without the requirement of investment management through a well-designed planning process. *At The Sum investment planning is provided, and investment management is optional. The Sum focuses on the challenging planning topics that matter to you and your family. Let’s get your journey started. • 12 + Years financial planning experience • The Woodlands resident since 2012 EXPERIENCE & QUALIFICATIONS

https://mail.google.com/mail/u/2/#search/mike%40thesumplanning.com/FMfcgzQbgJGSwczRsQqvmSzcjnnvrmhV?compose=CllgCJfqccQJlnKLVXkfSTHGgKrHc… 1/1

TEAM MEMBER SPOTLIGHT Casey Mack, CFP® 281.768.4646 casey@thesumplanning.com thesumplanning.com 281-940-4859 (M) 281.940.4859, ext. 623 (D) 281. 768.4646

Brad Dire

281.823.7566 info@TheSumPrep.com Casey@thesumplanning.com Trey@thesumplanning.com

(D) 281. 768.4646 (D) 281-768-4622

(M) 281.940.4859, ext. 623

Casey@thesumplanning

EXPERIENCE & QUALIFICATIONS

EXPERIENCE & QUALIFICATION

SPECIALTIES

The Planning Project, LLC d/b/a The Sum (“The Sum”) is a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The Sum renders individualized investment advice and financial planning services to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital. The Sum is not a public accounting firm.

The Sum Prep, LLC is not a

•

• Retirement Planning

Retirement Planning

• University of Nebraska: BSBA in Finance (2007) • New York Life: Internship (2007) • USAA: Property & Casualty and Umbrella Insurance Wealth Management (2008 - 2012) • Fidelity Investments: Vice President, Financial Cons • CERTIFIED FINANCIAL PLANNER ™ (CFP ® ) (2014) • University of Nebraska: BSBA in Finance (2007) • New York Life: Internship (2007) • USAA: Property & Casualty and Umbrella Insurance; Investments Wealth Management (2008 - 2012) • Fidelity Investments: Vice President, Financial Consultant (2012 - • CERTIFIED FINANCIAL PLANNER ™ (CFP ® ) (2014)

• to Achieve Yur Deams Be the one you’re meant to be. With 200+ programs, 30+ online options, and the right support, Lone Star College helps you achieve your dreams. • • • • •

• Income Planning

Income Planning

• Investment Planning

Investment Planning

• Tax Planning

Tax Planning

• Estate Planning

Estate Planning

• Insurance Planning

Insurance Planning

• Risk Management

Risk Management

CASEY IS...

•

• Devoted husband to Jenna, an RN

Devoted husband to Jenna, an RN •

• Recreational golfer & hunter

Recreational hunter

FREE HOT CHOCOLATE BAR • FESTIVE CRAFTS LOCAL VENDORS • HOLIDAY SNACKS • Proud dad of three super active kiddos • Proud dad of three super active kiddos •

• Major sports fan

Major sports

All HUSQVARNA ® VIKING ® Accessories & Notions Includes: Needles, Scissors, Roller Bags, Stabilizer, Presser Feet, Extension Tables, Embroidery Hoops, and more!

25% OFF LIMITED TIME

LONESTAR.EDU/ START

COMMUNITYIMPACT.COM